System and method for scheduling asset allocation

Details System and method for scheduling asset allocation System and method for scheduling asset allocation

2007-12-19

2011-12-27

Kyle, Chrales R. (Department: 3695)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

Reexamination Certificate

active

08086512

ABSTRACT:
A distributed asset allocation processing system performs a computerized method for allocating subscriber assets. The system configures predetermined investment allocation paths that relate asset allocation models to trigger events. The system then selects a predetermined path based on a subscriber's risk tolerance. At each trigger event along the predetermined path, the system automatically rebalances the subscriber's assets according to an asset allocation model corresponding to the trigger event.

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